See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,879 | $111,754-29.4% | $103,333-23.7% | $145,922-45.9% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 26.38% | 24.77%+1.6pp | 24.88%+1.5pp | 561.29%-534.9pp |
| Employer contribution / active EE | $2,397 | $4,212-43.1% | $3,868-38.0% | $4,660-48.6% |
| Participant deferral / active EE | $4,654 | $5,619-17.2% | $5,057-8.0% | $6,688-30.4% |
| Admin fee / account holder | $2,899 | $9,750-70.3% | $8,355-65.3% | $13,397-78.4% |